Identifying cheap energy for the future

Inverters

Almost a year ago Google launched The Little Box Challenge, an open competition to build a (much) smaller power inverter, with a $1,000,000 prize. July 22 2015 was the deadline for the people to submit a testing application. The winners… Read More ›

As mentioned in previous blog posts, we have focused on the less commoditised area of the solar equipment market to build our solar exposure. Following an excellent Q2 2012 earnings report, we wanted to dig a little deeper into… Read More ›

SMA Solar’s Q2 2011 performance was fine in light of all indicators pointing downwards for the inverter industry and its leader, SMA. Reasons for concern include: -Material costs are high when ASPs are falling in a PV market that is… Read More ›